How are transactions in Investment Accounts supposed to be categorized?

aolafsson
aolafsson Member ✭✭✭
edited January 22 in Investments

I'm coming from Mint, and I always let Mint do the defaults with my investment accounts, and was only particular about categories in my banking accounts. Simplifi has a bunch of things uncategorized for my investment accounts, so I'm trying to figure out how I'm supposed to be categorizing them. Are there any documents that outline category best practices?

I was going to just re-create the category structure Mint had, but that's a little confusing since Simplifi categories need to be either an 'income' or an 'expense' and some investment stuff is neither? Are there best practices for how I should set up categories, and apply them?

Tagged:

Best Answer

This discussion has been closed.

Categories